M.D. SASS, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 110590). Regulatory assets under management: $2.1B.
Compensation: % of AUM, Performance.
Clients served: High net worth, Pooled vehicles, Investment cos.
| Name | Role | Location |
|---|---|---|
| Ari Sass | PRESIDENT, SENIOR PORTFOLIO MANAGER (EQUITIES) | New York, NY |
| Bobby Liu | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER | New York, NY |
| Martin Douglas Sass | CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR, MANAGING MEMBER; OWNER | — |
| Sam Harris Friedman | CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER | — |
| Bobby Nmn Liu | CHIEF LEGAL AND RISK OFFICER, CHIEF COMPLIANCE OFFICER | — |
| SASS MARTIN DOUGLAS | CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR; CHAIRMAN, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER, DIRECTOR, MANAGING MEMBER; CHAIRMAN/CHIEF EXECUTIVE OFFICER/ DIRECTOR (+1 more) | — |
| LAMLE HUGH ROY | PRESIDENT / DIRECTOR; PRESIDENT/DIRECTOR | — |
| SIVIN PHILIP MATTHEW | CHIEF FINANCIAL OFFICER, SENIOR MANAGING DIRECTOR, DIRECTOR; CHIEF FINANCIAL OFFICER, SENIOR MANAGING DIRECTOR/DIRECTOR; MANAGING DIRECTOR (+5 more) | — |
| HICKEY SUSAN GARRISON | CHIEF COMPLIANCE OFFICER | — |
| FRANCESS ROBERT W | VICE PRESIDENT, CHIEF FINANCIAL OFFICER | — |
| LIU BOBBY | CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & SECRETARY; CHIEF OPERATING OFFICER, SENIOR VICE PRESIDENT, GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER & SECRETARY (+4 more) | — |
| SALMON ROBERT MARTINDILL | EXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT, CHIEF OPERATING OFFICER; SENIOR VICE PRESIDENT | — |
| FRANCESS ROBERT WILLIAM | SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER | — |
| ARDEN SCOTT D | CHIEF FINANCIAL OFFICER | — |
| O'HARA RICHARD LUKE | SENIOR VICE PRESIDENT AND DIRECTOR OF INSTITUTIONAL SALES | — |
| MILLER HOLLY HYLTON | SENIOR VICE PRESIDENT, CHIEF OPERATING OFFICER | — |
| WILKIE JEFFREY WILLIAM | CHIEF FINANCIAL OFFICER; SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER | — |
| FISHBANE DANIEL MITCHEL | CHIEF FINANCIAL OFFICER; SENIOR VICE PRESIDENT, CHIEF FINANCIAL OFFICER | — |
| WINTER MARTIN ERIC | SR. VICE PRESIDENT / CHIEF FINANCIAL OFFICER / DIRECTOR | — |
| SASS ARI | PRESIDENT; PRESIDENT, SENIOR PORTFOLIO MANAGER (EQUITIES); SENIOR VICE PRESIDENT | — |
| FRIEDMAN SAM HARRIS | CHIEF FINANCIAL OFFICER | — |
| Jeffrey Lee Edelman | CHIEF FINANCIAL OFFICER | — |